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Putnid, IBD has an article about solar this week in the weekly edition and they mentioned SEDG as well as ENPH.

They are saying subsidies are still a big factor. They have been a factor in the past and that's what caused the boom/bust cycles in the past as subsidies were created/expired.

They said that the solar boom should last into next year but did not explain why nor did they explain what's causing this boom or how the subsidies are influencing it or their status. Any thoughts on that?

For sure it seems like enph is the prime candidate for this industry for investment unless there's something related to batteries because that seems about to take off as well.
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